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How to create notifications using the Notification Scheduler

Create messages and timed notifications based on the intended to prompt the users

Raymond Gerardino avatar
Written by Raymond Gerardino
Updated over 5 months ago

New Scheduler Notification Updates

In the 2.24 release, we've updated the notification scheduler designed to manage larger user groups and offer enhanced notification message management and update capabilities.

Notifications using the previous scheduler can now be accessed under the Scheduler (Legacy) tab within Automation / Notifications. The legacy notifications will remain functional, we recommend using the updated Notification Scheduler for all future notifications to take advantage of its improved capabilities.

Introduction

The Notification Scheduler allows you to create and send notifications based on how you want to prompt your user throughout their experience. For example, you now can send them a welcome email from a user sign-up or send a check-in reminder to your users to complete key tasks in your app.

You can choose between 2 delivery methods: Push Notification, and Email notification. With these delivery prompts. you can set scheduled messages depending on how and when you want to engage with your user.

To access the Notification Scheduler:

  1. Open Cogniss 'Creator'

  2. Go to the Notification page under the 'Automation' tab

Create a new notification

To create a new notification:

  1. Click the 'Create new' button on the top right-hand side of the page

  2. Input name and type as required

  3. Hit the 'Save' button and it will automatically navigate you to the notification scheduler custom page

The notification scheduler has 4 steps to complete - Message, Recipients, Scheduling, and Preview.

1. Message

The first step in creating your notification is the Message page.

This page allows you to select your notification's type of delivery method: Push notification and Email notification. You can type up your new notification message or select from the message pool that you previously created.

Instructions:

  1. Choose a desired delivery type

    1. Push notification - sends your message notification via a clickable pop-up. These can appear on a lock screen or in the top section of the mobile device

    2. Email - sends your message by email to the user’s email address. Useful for newsletters and sign-up emails.

  2. Click and add a new message button and a pop-up modal will appear

  3. Fill in the message title and message body text boxes

    1. If you select Push notification, you can add a deep link that opens a certain activity directly when the notification is pressed.

    2. If you select Email, you can add ‘Image’ which will be attached at the end of the email content

  4. Click the “Next” button to move to the next step: Recipients

Message Pool

Previously, messages were created for one-time use, but with this update, all newly created messages are now saved in a Message Pool for easy reuse.

  • Any new message you create is automatically saved in the Message Pool.

  • To reuse a message, click ‘Select from Message Pool’ to open a modal popup and view your saved messages.

  • The Message Pool displays only the selected type of messages (Push Notification or Email) for easier filtering and selection.

Note: If you update an existing message in the Message Pool, it will also update in any notifications where that message is currently in use.


2. Recipients

The recipient page allows you to choose and filter the user groups before sending the message notification. Admin can choose to send to all users, use app user filters or custom filter option.

Instructions:

  1. Select whom you want your notification to send

    • To all users - applicable to all who have signed up for your app

    • Filtered app users - select from multiple pre-set user groups to who you want your message(s) to be sent. This can be based on user profiles.

  2. Click the “Next” button to move to the next step: Scheduling


3. Scheduling

The scheduling page enables you to set a preferred time for sending notifications, offering two scheduling options: time-based and trigger-based.

Instructions:

  1. Select the activation type

    • Time-based: Send a notification at a specified date and time

    • Trigger-based: Send a notification based on a specific event or condition in the app

  2. Select scheduling options

    • Time-based

      1. One-off: Send a one-time message at a specific date and time. (If the message pool is selected, only one of the messages will be sent)

      2. Recurring: Send repeated notifications at specified time intervals

        1. Set recurrence to every X days/weeks/months: Define the interval, such as every specified number of days, weeks, or months.

        2. Day of the week: When setting weekly recurrence, you can assign specific days of the week (e.g. Monday, Wednesday, and Friday)

        3. End condition: Specify when the recurring notifications should stop by defining the number of occurrences.

    • Trigger-based

      1. One-off: Send a one-time message when a specific trigger condition is met. Click the ‘Add trigger’ button to choose from a range of activation conditions

      2. Recurring: Send repeated notifications at specific trigger conditions.

        1. Time: Specify a specific time for the notification to be sent once the trigger is met

        2. Set recurrence to every X days/weeks/months: Define the interval, such as every specified number of days, weeks, or months.

        3. Day of the week: When setting weekly recurrence, specify specific days of the week (e.g. Monday, Wednesday, and Friday)

        4. End condition: Specify when the recurring notifications should stop by defining the number of occurrences.

  3. Click the “Next” button to move to the last step: Preview & Test


4. Preview & Test

The preview & test page is the final step to complete the setup for your notification. On this page, you can

  1. Review your notification message, to whom it will be sent, and the schedule of delivery

  2. Activate/Pause notification

  • To activate a notification, click the "Activate" button. This means that the notification is live and will be sent to the targeted user group once they meet the conditions.

  • To pause a notification, simply click the “Pause” button. The notification will not be sent to users until reactivated once again (if the scheduled delivery time is missed, the next notification will be when on the next scheduled time of delivery)

Notification guide for activation and pause

These guidelines define how and when notifications can be activated, paused, and edited

Time-Based

Trigger-Based

One-off

Recurring

One-off

Recurring

Before the scheduled send time: You can pause, edit, and reactivate

After the scheduled send time: The status changes to "completed," and further edits or pauses are unavailable

Before the scheduled send time: You can pause, edit, and reactivate

After the scheduled send time: you can pause and reactivate but not be able to edit.

End of recurring: The status changes to "completed," and further edits or pauses are unavailable

After activation: You can pause, edit, and reactivate.

Edits will apply only to future triggers.

After activated: You can pause, edit, and reactivate.

Edits will apply only to future triggers.

End of recurring: The status changes to "completed," and further edits or pauses are unavailable


FAQs

How to delete a notification?

Deleting a notification allows you to permanently remove your unwanted notification

  1. Go to the notification page under the Automation menu and click on the notification you wish to delete

  2. On the top left of the page, click the 'pen' icon

  3. Click on the archive button to delete the notification.

  4. Alternatively, you can delete the notification from 4. Preview and Test page and click the archive button

(Please note this will permanently delete this notification and cannot be retrieved)

How to edit a notification?

  1. Go to the notification page under the Automation menu and click on the notification you wish to edit

  2. Click the pause button to deactivate the notification (Note: you must do this first to make any changes to your notification)

  3. To save your edited notification, return to the Preview & test page, click the activate button, and save changes.

Where can I find and access the notifications from the previous notification scheduler?

Notifications using the previous scheduler can now be accessed under the Scheduler (Legacy) tab within Automation / Notifications. The legacy notifications will continue to function and be sent as scheduled.

We recommend using the updated Notification Scheduler for all future notifications to take advantage of its improved capabilities.

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